NAME SOCIAL SECURITY NO LOCATION A LOCATION C …

NAME:

SOCIAL SECURITY NO:

My valuable property and important papers are located in the following locations:

LOCATION A

LOCATION C

LOCATION B

LOCATION D

SAFETY DEPOSIT BOX LOCATION

LOCATION WILL & ESTATE PAPERS

LOCATION FINANCIAL & LEGAL AFFAIRS

A B C D My will (original)

A B C D Tax Files

A B C D My will (copy)

A B C D Titles (Real Estate, vehicle, etc.)

A B C D Spouse's Will (original)

A B C D Mortgages

A B C D Spouse's Will (copy)

A B C D Bank Accounts (checking, savings, other)

A B C D Trust Agreements

A B C D Credit card accounts

A B C D Powers of Attorney (P.O.A.)

A B C D Investments (stocks, bonds, Mutual fund)

A B C D Living Will / Medical P.O.A.

A B C D Contracts and Agreements

A B C D Birth / Death Certificates

LOCATION PROOFS OF IDENTITY

A B C D Marriage License

A B C D Copy of Driver's license

A B C D Divorce Papers

A B C D Passport

A B C D Military Papers

A B C D Military ID

A B C D Naturalization Papers

A B C D Copy of Health Insurance Cards

A B C D Organ Donor Card & Instructions A B C D Social Security Card

LOCATION FINAL ARRANGEMENTS

LOCATION RETIREMENT PLAN

A B C D Funeral / Burial Instructions

A B C D 401K, 457, 403(b), IRA, etc.

A B C D Burial Contracts

A B C D Military, Public, and Private Plans

LOCATION INSURANCE POLICIES

LOCATION PROPERTY AND OTHER

A B C D Life

A B C D Keys (home, other properties, cars)

A B C D Health

A B C D Safe Deposit Box Key

A B C D Homeowner's / Renter's

A B C D Safe combination

A B C D Car, boat, etc

A B C D List of stored and loaned items

A B C D Funeral plan

A B C D Passwords (secured)

Date Prepared:

Copies Given to:

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